InvestSMART

Metway Super Allocated Pension - Capital Sta - Managed Fund (Closed)

Fund Objective
N/A
Fund Strategy
N/A

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.41% 2.78% 4.68% 5.61% 5.43% 8.4% 8.14% 8.95%
Growth return -% -% -% -% -% -% -% -%
Income return -% -% -% -% -% -% -% -%
Market index (Morningstar AUS Balance Tgt Alloc NR AUD)
Total return -3.58% -1.82% -1.2% 6.96% 5.99% 7.56% 4.92% 6.13%
As at 30 Apr 2000. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Metway Super Allocated Pension - Capital Sta
Australian Equities
12%
International Equities
18%
Cash
42%
Property & Infrastructure
10%
Fixed Interest
18%
Alternatives
0%
Average Allocation of Peers
Australian Equities
17.70%
International Equities
27.46%
Cash
7.28%
Property & Infrastructure
3.78%
Fixed Interest
34.56%
Alternatives
9.22%

General Information

Fund Details
Type Description
Metway Super Allocated Pension - Capital Sta
Closed
Metway Corporation Limited
MET0493AU
Multisector Balanced
Not Rated
Allocated Pension
15 Jun 1989
$6.18 million (as at 30 Apr 2000)
n/a
n/a
Finalised
Offer information
Type Description
Minimum initial investment $500.00
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FAQs about the Metway Super Allocated Pension - Capital Sta

The objective of the Metway Super Allocated Pension - Capital Sta managed fund is N/A

The strategy of the Metway Super Allocated Pension - Capital Sta managed fund is N/A

The APIR code of the Metway Super Allocated Pension - Capital Sta managed fund is MET0493AU.

Metway Super Allocated Pension - Capital Sta’s total return last month was -0.41%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2000.

Metway Super Allocated Pension - Capital Sta’s total return for the last three months was 2.78%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at 30 Apr 2000.

Metway Super Allocated Pension - Capital Sta’s one-year total return is 5.61%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2000.

Metway Super Allocated Pension - Capital Sta’s one-year total return is 8.4%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 30 Apr 2000.

The asset allocation of the Metway Super Allocated Pension - Capital Sta managed fund is :

Australian Equities
12%
International Equities
18%
Cash
42%
Property & Infrastructure
10%
Fixed Interest
18%
Alternatives
0%

The Responsible Entity for the Metway Super Allocated Pension - Capital Sta managed fund is Metway Corporation Limited.

The Metway Super Allocated Pension - Capital Sta managed fund belongs to the Multisector Balanced sector/asset class.

As at 30 Apr 2000, the size of the Metway Super Allocated Pension - Capital Sta managed fund was $6.18 million.

The Metway Super Allocated Pension - Capital Sta managed fund has an inception date of 15 Jun 1989.

The current entry price of the Metway Super Allocated Pension - Capital Sta managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Metway Super Allocated Pension - Capital Sta managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Metway Super Allocated Pension - Capital Sta managed fund is $500.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.